Monzon Wealth respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and safeguard your information when you visit our website, engage with our services, or interact with our financial programs.
By using our website or services, you agree to the practices described in this Privacy Policy.
1. Who We Are
Monzon Wealth is a financial advisory and consultancy business providing financial planning, coaching, and educational programs designed to support individuals in achieving financial clarity and confidence.
2. Information We Collect
We may collect the following types of information:
a. Personal Information
- Full name
- Email address
- Phone number
- Mailing address
- Date of birth
- Financial details voluntarily provided during sessions or assessments
b. Financial & Program-Related Information
- Financial goals and planning data
- Questionnaire or assessment responses
- Notes from coaching or consulting sessions
- Program participation details
c. Technical Information
- IP address
- Browser type
- Device information
- Pages visited and time spent on the site
- Cookies and usage data
3. How We Use Your Information
Your information may be used to:
- Provide and deliver our financial advisory and coaching services
- Process program registrations and payments
- Communicate with you regarding sessions, programs, and updates
- Personalize your experience and improve our services
- Respond to inquiries and support requests
- Maintain legal and regulatory compliance
- Send relevant educational or promotional content (with consent)
4. Data Protection & Security
We implement industry-standard security measures to protect your personal and financial information against unauthorized access, misuse, loss, or alteration. While no method of transmission over the internet is 100% secure, we strive to use commercially acceptable means to safeguard your data.
5. Sharing of Information
We do not sell, rent, or trade your personal information. We may share information only when necessary with:
- Trusted service providers who assist in operating our business (e.g., payment processors, scheduling tools)
- Legal or regulatory authorities if required by law
- Professional partners strictly for service fulfillment purposes
All third parties are required to maintain the confidentiality and security of your data.
6. Cookies & Tracking Technologies
Our website may use cookies or similar technologies to improve user experience, analyze website performance, and understand user behavior. You may choose to disable cookies through your browser settings, although this may affect website functionality.
7. Financial Advice Disclaimer
Information provided through our website, programs, or communications is for educational and advisory purposes only. It does not constitute legal, tax, or investment advice unless explicitly stated through a formal client agreement.
8. Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or comply with legal and regulatory obligations.
9. Your Rights
You have the right to:
- Request access to your personal data
- Request correction or updates
- Request deletion (subject to legal requirements)
- Withdraw consent for marketing communications
To exercise these rights, contact us at: info@monzonwealth.com
10. External Links
Our website may contain links to third-party websites. Monzon Wealth is not responsible for the privacy practices or content of these external sites.
11. Updates to This Policy
We reserve the right to update this Privacy Policy at any time. Any changes will be reflected on this page with an updated effective date.
12. Contact Information
If you have any questions regarding this Privacy Policy or how your information is handled, please contact:
Monzon Wealth
Email: info@monzonwealth.com
Phone: +1 623-377-4566
Address: 4318 Vista Verde Way, Oceanside, CA, 92057